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Nonprofiteer
← BERKSHIRE FACULTY SERVICES INC

Form 990 for tax year 2024

Filed by BERKSHIRE FACULTY SERVICES INC.

Totals

Total revenue
$60,192,611
Total expenses
$102,568,338
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$60,192,611
Investment income
$0
Other revenue
$0
Total assets, end of year
$21,101,597
Total liabilities, end of year
$21,101,597
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$91,181,169
Management and general expenses
$11,387,169
Fundraising expenses
$0
Program service expenses (Part III)
$91,181,169

Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: NET PATIENT SVC REV.

    total $52,843,842 · related or exempt $52,843,842

  • 2b · Program service revenue: MEDICAL SVCS REV.

    total $6,737,783 · related or exempt $6,737,783

  • 2c · Program service revenue: TEACHING & ADMIN REV.

    total $610,986 · related or exempt $610,986

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $63,120,335 · program services $63,120,335

  • 8 · Pension plan contributions

    total $2,071,559 · program services $2,071,559

  • 9 · Other employee benefits

    total $4,452,476 · program services $4,452,476

  • 10 · Payroll taxes

    total $3,826,986 · program services $3,826,986

  • 11a · Fees: management

    total $11,387,169 · management and general $11,387,169

  • 11g · Fees: other

    total $134,508 · program services $134,508

  • 13 · Office expenses

    total $1,607,678 · program services $1,607,678

  • 14 · Information technology

    total $150,583 · program services $150,583

  • 16 · Occupancy

    total $1,018,561 · program services $1,018,561

  • 17 · Travel

    total $39,618 · program services $39,618

  • 23 · Insurance

    total $2,357,415 · program services $2,357,415

  • 24a · Other expenses: EXTERNAL LABOR

    total $9,985,894 · program services $9,985,894

  • 24b · Other expenses: INTERCOMPANY SALARY & F

    total $723,992 · program services $723,992

  • 24c · Other expenses: CME & OTHER MD EXPENSE

    total $596,035 · program services $596,035

  • 24d · Other expenses: CONTRACTED SERVICES

    total $415,235 · program services $415,235

  • 24e · All other expenses

    total $680,294 · program services $680,294

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $69,395 · end of year $66,306

  • 4 · Accounts receivable

    beginning of year $3,749,962 · end of year $3,474,849

  • 7 · Other notes and loans receivable

    beginning of year $229,791 · end of year $543,202

  • 8 · Inventories for sale or use

    end of year $142,548

  • 9 · Prepaid expenses and deferred charges

    beginning of year $353,286 · end of year $57,766

  • 15 · Other assets

    beginning of year $13,961,821 · end of year $16,816,926

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,853,625 · end of year $9,322,600

  • 19 · Deferred revenue

    beginning of year $162,776 · end of year $325,776

  • 25 · Other liabilities

    beginning of year $9,347,854 · end of year $11,453,221

Mission and programs · 2024

Mission

THE MISSION OF BERKSHIRE FACULTY SERVICES IS TO ADVANCE HEALTH AND WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE AND PERSONALIZED ENVIRONMENT.

Activities or mission (Part I)

TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE & PERSONALIZED ENVIRONMENT.

  • PROVIDING MEDICAL EDUCATION AND MEDICAL SERVICES THROUGH DULYQUALIFIED AND LICENSED PHYSICIANS, NURSES, AND SUPPORT PERSONNELFOR THE BENEFIT OF BERKSHIRE MEDICAL CENTER, INC. AND AFFILIATEDORGANIZATIONS. BERKSHIRE FACULTY SERVICES EMPLOYS FACULTYMEMBERS OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL ANDBERKSHIRE MEDICAL CENTER TO PROVIDE MEDICAL CARE TO PATIENTS ATBERKSHIRE MEDICAL CENTER; SUCH PATIENT CARE IS AN INTEGRAL PART OFTHE CLINICAL INSTRUCTION PROVIDED FOR MEDICAL STUDENTS ANDRESIDENTS. BMC PROVIDES SUCH CLINICAL INSTRUCTION AS A NECESSARYPART OF THE EDUCATIONAL PROCESS FOR UNIVERSITY OF MASSACHUSETTSMEDICAL SCHOOL MEDICAL STUDENTS AND ACCEPTED PARTICIPANTS INBERKSHIRE MEDICAL CENTER'S RESIDENCY PROGRAM. IN CONNECTION WITHTHE PATIENT CARE IT PROVIDES, BERKSHIRE FACULTY SERVICES BILLS THEPATIENTS OR THIRD-PARTY PAYORS, PAYS ITS EMPLOYEES SALARIES ANDOTHER OPERATING EXPENSES, AND TO THE EXTENT POSSIBLE, PROVIDESCONTRIBUTIONS TO BERKSHIRE MEDICAL CENTER IN SUPPORT OF ITSEDUCATIONAL AND RESEARCH MISSIONS.

    Expenses $91,181,169 · Revenue $60,192,611

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Darlene Rodowicz

    PRESIDENT

    Total calculated
    $1,180,217
    From this org
    $0
    From related orgs
    $1,124,807
    Other
    $55,410
    Hours/week
    9 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $891,975 related
    Bonus
    $0 + $175,175 related
    Other
    $0 + $57,657 related
    Deferred
    $0 + $14,243 related
    Nontaxable benefits
    $0 + $41,167 related
    Filer's total
    $0 + $1,180,217 related

  • Scott St George

    TREASURER

    Total calculated
    $686,083
    From this org
    $0
    From related orgs
    $624,977
    Other
    $61,106
    Hours/week
    9 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,962 related
    Bonus
    $0 + $38,865 related
    Other
    $0 + $65,150 related
    Deferred
    $0 + $9,627 related
    Nontaxable benefits
    $0 + $51,479 related
    Filer's total
    $0 + $686,083 related

  • James Lederer Jr

    TRUSTEE/CHIEF MED & QUAL O

    Total calculated
    $660,518
    From this org
    $0
    From related orgs
    $592,774
    Other
    $67,744
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,352 related
    Bonus
    $0 + $38,480 related
    Other
    $0 + $50,942 related
    Deferred
    $0 + $12,776 related
    Nontaxable benefits
    $0 + $54,968 related
    Filer's total
    $0 + $660,518 related

  • Cheryl Boudreau Term End 3925

    CLERK

    Total calculated
    $149,526
    From this org
    $0
    From related orgs
    $127,165
    Other
    $22,361
    Hours/week
    7 + 33 related

  • Lisa Lescarbeau Term Beg 1625

    CLERK

    Total calculated
    $0
    Hours/week
    7 + 33 related

  • Sean Mullally

    PHYSICIAN

    Total calculated
    $1,539,856
    From this org
    $1,493,269
    From related orgs
    $0
    Other
    $46,587
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $624,785
    Bonus
    $840,117
    Other
    $28,367
    Deferred
    $14,821
    Nontaxable benefits
    $31,766
    Filer's total
    $1,539,856

  • Andrew Demaggio

    PHYSICIAN

    Total calculated
    $979,432
    From this org
    $955,113
    From related orgs
    $0
    Other
    $24,319
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $744,891
    Bonus
    $204,846
    Other
    $5,376
    Deferred
    $9,658
    Nontaxable benefits
    $14,661
    Filer's total
    $979,432

  • Jeffery St John

    PHYSICIAN

    Total calculated
    $1,016,773
    From this org
    $946,679
    From related orgs
    $0
    Other
    $70,094
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $503,568
    Bonus
    $420,449
    Other
    $22,662
    Deferred
    $15,525
    Nontaxable benefits
    $54,569
    Filer's total
    $1,016,773

  • Nisar Ahmad

    PHYSICIAN

    Total calculated
    $1,057,591
    From this org
    $991,025
    From related orgs
    $0
    Other
    $66,566
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $545,158
    Bonus
    $419,965
    Other
    $25,902
    Deferred
    $15,525
    Nontaxable benefits
    $51,041
    Filer's total
    $1,057,591

  • Christian Galvez-Padilla

    PHYSICIAN

    Total calculated
    $997,108
    From this org
    $931,722
    From related orgs
    $0
    Other
    $65,386
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $585,616
    Bonus
    $322,093
    Other
    $24,013
    Deferred
    $15,525
    Nontaxable benefits
    $49,861
    Filer's total
    $997,108

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II
IN REFERENCE TO FORM 990, PART VII AND SCHEDULE J PART II, NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY DIRECTOR (TRUSTEE) FOR HIS OR HER ROLE AS DIRECTOR (TRUSTEE). THE OFFICERS OF THE FILING ENTITY ARE COMPENSATED FOR THEIR ROLES AS OFFICERS. PHYSICIANS WHO SERVE AS DIRECTOR (TRUSTEE) ARE COMPENSATED FOR THEIR ROLES AS PHYSICIANS. COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT VOLUNTEER GOVERNING BODY OF BERKSHIRE HEALTH SYSTEMS, INC. (PARENT ORGANIZATION OF THE FILING ENTITY), BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING BODY ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED BASE COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS. IN CALENDAR YEAR 2024, COMPENSATION FOR THE CEO WAS AT THE 50TH PERCENTILE FOR BASE PAY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TRI-STATE MEDICAL MANAGEMENT CORP

    C · REAL ESTATE MANAGEMENT · MA · 100% owned

    Directly controlled by FAIRVIEW HOSPITAL

  • BERKSHIRE FAMILY PRACTICE ASSOCIATES PC

    C · HEALTH SERVICES · MA

  • BERKSHIRE ORTHOPAEDIC ASSOCIATES INC

    C · HEALTH SERVICES · MA

  • BERKSHIRE APOTHECARY INC

    C · RETAIL PHARMACY · MA · 100% owned

    Directly controlled by BERKSHIRE MEDICAL CENTER INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202612259349300936

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